Senior Financial Planner

In a nutshell As a Senior Financial Planner, you'll provide high-quality, compliant financial advice to a diverse portfolio of clients, helping them achieve their long-term financial goals. You'll combine technical expertise with strong relationship-building skills, identifying new opportunities, winning new business, and contributing to the growth and success of the wider regional team. Alongside managing your own client portfolio, you'll support colleagues, mentor junior team members, and hel…